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                             Microsoft Corporation (MSFT $525.76) Microsoft Corporation (MSFT $525.76)
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                             NVIDIA Corporation (NVDA $202.89) NVIDIA Corporation (NVDA $202.89)
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                             Constellation Software Inc. (CSU $3,586.89) Constellation Software Inc. (CSU $3,586.89)
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                             Descartes Systems Group Inc. (The) (DSG $125.13) Descartes Systems Group Inc. (The) (DSG $125.13)
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                             Kinaxis Inc. (KXS $168.66) Kinaxis Inc. (KXS $168.66)
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                             Open Text Corporation (OTEX $52.96) Open Text Corporation (OTEX $52.96)
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                             Shopify Inc. Class A Subordinate Voting Shares (SHOP $242.95) Shopify Inc. Class A Subordinate Voting Shares (SHOP $242.95)
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                             Real Matters Inc. (REAL $7.27) Real Matters Inc. (REAL $7.27)
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                             Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.39) Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.39)
            Q: Hi Guys,
I have these tech companies inside my portfolio adding up to 40%, please rank them for long term growth (3 to 5 years). I would like to drop this percentage down to 25%.
Are there any MUST sell in this group?
thanks
Jim
    I have these tech companies inside my portfolio adding up to 40%, please rank them for long term growth (3 to 5 years). I would like to drop this percentage down to 25%.
Are there any MUST sell in this group?
thanks
Jim
 
                             
                             
                    